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ORGANIZATIONGuide

Create categories and custom fields

Categories group assets by type — Laptop, Monitor, Printer — and define their own fields, such as "RAM (GB)" or "Inches", which appear on each asset's form. Without at least one category, you can't create assets.

Create a category

  1. 1

    Open `Categories` in the Inventory sidebar and click `Adicionar categoria` (Add category).

    Creating categories is a Gerenciador (Manager) action — see Who can do what.

  2. 2

    Give it a `Nome` (Name) and, if you want, a `Categoria pai` (Parent category).

    For example, "Laptop". The default is "Nenhuma (nível superior)" (none — top level).

  3. 3

    Add the `Campos personalizados` (Custom fields) with `Adicionar campo` (Add field).

    Each field has a Rótulo (Label — for example, "RAM (GB)"), a Tipo (Type) — Texto (Text), Número (Number), Seleção (Select), or Data (Date) — and the Obrigatório (Required) switch. For Seleção, add the options with Adicionar opção (Add option).

  4. 4

    Click `Criar categoria` (Create category).

    result
    Toast "Categoria criada com sucesso" (Category created successfully).

Where custom fields appear

  • When creating or editing an asset, in the Campos da categoria (Category fields) section.
  • On the asset detail, inside the Especificações (Specifications) card.
  • In imports, as columns marked "(custom)".

Changing an asset's category erases the values

When you edit an asset and switch its category, the custom fields are reset — values from the previous category don't carry over. Note down what you need before switching.

As with Locations, the Categories list shows only top-level categories — subcategories created with Categoria pai (Parent category) don't appear on it; find them through the command palette search. When deleting a category, the product warns: "Isso excluirá a categoria e pode afetar os itens nesta categoria." (this deletes the category and may affect the assets in it).

Next

Add an assetImport assets by CSV or XLSXOrganize assets by location